Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,927 | $123,155-63.5% | $108,753-58.7% | $155,188-71.0% |
| Participation rate | 4.8% | 75.6%-70.9pp | 71.1%-66.3pp | 80.8%-76.0pp |
| Annual return | 2.78% | 44.73%-42.0pp | 37.47%-34.7pp | 148.84%-146.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $42 | $4,623-99.1% | $4,115-99.0% | $6,531-99.4% |
| Admin fee / account holder | $1,899 | $12,126-84.3% | $10,320-81.6% | $14,480-86.9% |